Meet the Team

Cindy Jones, Director of Operations

Those of you already acquainted with Cindy know just how special she is. For those who haven't yet met Cindy, she brings decades of experience managing operations and providing support to over $300 million of assets under management. Cindy and Nicole first worked together in January 2015 and immediately hit it off. They are pleased to be back together again with Cindy joining in the fall of 2022. They share many of the same values including a strong work ethic, the tenacity to solve problems, and a desire to provide best-in-class client service. An expert in managing systems, Cindy will continue to build out the firm's processes as the company continues to grow. She will also assist Nicole in providing exceptional client experiences. Cindy is here to help serve you.

Please feel free to contact her at [email protected] or 248.392.5362.

Additional Support Team

Charles Schwab, Account Custodian + Traders
Schwab Advisor Services, now merged with TD Ameritrade Institutional, is one of the largest custodians of Registered Investment Advisor (RIA) fiduciary assets, providing custodial, technological, operational, practice management, and trading support to over 13,000 independent investment advisors, representing about $3.47 trillion in client assets. (as of November 30, 2021)
Christine Ward, Director of Client Communications
A former adjunct professor at College for Creative Studies in Detroit and 30-year industry veteran, Chris specializes in building brands, including creative and art direction as well as content creation.  She is responsible for designing all client communications, directing videos and photo shoots, and developing the social media and press strategy of Prosperity Wealth Strategies.
MyRIACompliance, Compliance Consultants
MyRIACompliance combines a team of on-demand compliance experts with an online software platform to help over 2,000 Registered Investment Advisor (RIA) firms manage and automate regulatory compliance and cybersecurity responsibilities.

Contact Us

Prosperity Wealth Strategies is committed to answering your questions about your financial planning goals. We offer a complimentary consultation at your convenience. Contact us today to schedule an appointment.

Let's Connect

Office: (248) 963-0568
Cell: (248) 701-7126
[email protected]
320 Martin Street
Suite 240
Birmingham, MI 48009

Site Design Chris Ward Studio, Photos: Laurie Tennent Photography, Unsplash: phil-hearing, hosein-emrani, jovaughn-stevens, remi-valle, samuel charron, annie-spratt, tim-mossholder, sasha-freemind, katherine-auguste, quino-al,lerone-pieters, alec-favale, ante-hamersmit, lo-lo, xps, bruno-nascimento, faith-atlas, kate-che, max-ven-den-oetelaar, josh-hoehne, lars-schnieder, alex-azabache

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.